This year’s Wealth Management EDGE conference made one thing clear, AI is no longer a future promise; it’s a present-day force transforming how wealth management firms operate, scale, and serve clients.

From streamlining onboarding to redefining portfolio construction, AI took center stage throughout the event. In a standing-room only panel, our very own CEO, Amar Ahluwalia joined industry leaders to discuss the operational power of AI in wealth management for today and tomorrow.

In the panel, “Work Smarter, Not Harder: AI’s Role in Operational Excellence,” Amar emphasized a key truth: firms don’t just need AI—they need actionable AI and firms that use AI will outpace those that don’t. He discussed how platforms like OneVest are applying intelligent systems not for novelty, but for meaningful, measurable outcomes across the investor lifecycle enabling firms and their advisors with higher client engagement and most importantly satisfaction. 

OneVest is helping firms eliminate friction at the very first step of the investor journey. We recognize that legacy and traditional processes are manual, and the need to leverage technology to help digitize and streamline onboarding and other workflows result in faster time-to-fund and a vastly improved advisor and client experience.

Key Themes: The CX Factor, What’s Defining the Modern Wealth Client Experience

A great CX (Client Experience) isn’t just about efficiency, it’s about the bond a client feels with their advisor. Trust, timing, and relevance are what deepen that connection, and where confidence and loyalty are built. Advisors consistently show up with the right support at the right moment. AI is enabling a new era of personalization, helping advisors engage more meaningfully by anticipating needs, surfacing opportunities, and deepening trust.

At OneVest, we believe AI should enhance, not replace, the human side of wealth management. Our Next Best Action feature is designed with that in mind. It offers timely prompts so advisors can stay ahead of client needs before they even arise, helping to strengthen relationships and deliver an elevated client experience that feels personal, not transactional.

Key Theme: High Focus towards Organic Growth — How Technology Becomes the Growth Engine

One of the most resonant themes at the conference was the rising urgency around organic growth. After years of M&A dominating the conversation, firms are now looking inward—asking how they can grow smarter, not just bigger. Technology is emerging as the key enabler in this shift.

At OneVest, we're directly addressing this shift in behavior by delivering a platform that helps firms unlock growth through better client experience, faster onboarding, and efficient advisor workflows. With the modular and an API-first infrastructure, firms are empowered to scale intentionally without relying solely on acquisitions. OneVest makes organic growth not just possible, but repeatable by removing operational frictions and enabling seamless digital engagement for both the advisors and their clients. 

Key Theme: Wealth Transfers and Intergenerational Planning:

With over $84 trillion beginning to transfer between generations, Technology is taking a front seat and becoming critical in helping firms prepare. Preparing for a generation that is digital first and will expect the same with the management to their wealth.  OneVest’s platform is built with the end client in mind, ensuring every interaction feels intentional, intuitive, responsive, and aligned with the digital standards today’s investors expect. 

Our design and product teams have intentionally crafted experiences that provide a best-in-class interface the next generation is already accustomed to in their everyday lives, bringing that same level of ease and engagement to their wealth management journey. This seamless digital experience doesn’t just meet expectations; it strengthens the client’s association of the firm with innovation, trust, and forward-thinking service.

Moving from Theory to Execution

As Amar said during the panel: “AI is not replacing advisors—it’s equipping them to deliver more value, faster.” At OneVest, we believe the most transformative AI doesn’t sit behind the curtain. It shows up every day—in every workflow, every client conversation, and every investment decision. 

We left Wealth Management EDGE energized by how aligned the industry is around the role of technology and AI must play. The question is no longer if, but how fast firms can adopt, integrate, and scale these innovations.

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